Planning for Life Podcast

In our “Planning for Life” podcasts we share strategies & ideas for overcoming challenges in your personal and financial life.
February 8, 2019 Episode #21

10 Common Mistakes in Financial Planning

Are you making one of the 10 most common financial planning mistakes?

Carl Coolidge is here to explain what these mistakes are, why they’re problematic, and, most importantly, how to take action. Carl’s research and expert advice are especially applicable to small business owners. Settle in and get empowered to reverse these 10 common blunders.

Here’s what you will learn about in this episode:

-How to notice if you are making any of these mistakes and how to get back on track
-The purpose and benefits of taking a financial snapshot
-Why it’s important to understand the parameters of time when it comes to financial planning
-Why long-term financial plans typically require a high level of risk tolerance
-Why financial planning requires work from both the financial planner and the client, and why investors should make their own decisions
-And more!

Tune in now and learn how to overcome 10 common financial planning mistakes!

CRN 202101-242534

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